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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,340 | $89,259+20.3% | $107,187+0.1% | $82,637+29.9% |
| Participation rate | 90.9% | 67.9%+23.0pp | 75.0%+15.9pp | 68.1%+22.9pp |
| Annual return | 19.96% | 21.02%-1.1pp | 204.55%-184.6pp | 53.51%-33.5pp |
| Employer contribution / active EE | $9,976 | $3,080+223.9% | $3,782+163.8% | $2,552+290.9% |
| Participant deferral / active EE | $3,484 | $4,037-13.7% | $5,096-31.6% | $4,126-15.6% |
| Admin fee / account holder | $1,609 | $7,381-78.2% | $9,162-82.4% | $7,339-78.1% |